Practice

2025 — a year to remember 2025 — a year to remember

Planning and Advice

2025 — a year to remember

Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war

By Roland Inacay and Noushin Ziafati |December 23, 2025

5 min read

How to grow your estate planning practice How to grow your estate planning practice

Planning and Advice

How to grow your estate planning practice

Don’t talk to seniors about their estate plans — the real prospects are future executors

By Mark O'Farrell |December 18, 2025

3 min read

Your 5-step practice reset for 2026 Your 5-step practice reset for 2026

Your Business

Your 5-step practice reset for 2026

Systemize what works — retire what doesn’t

By Sabrina Castellano |December 16, 2025

4 min read

Industry vets explain how to find a good mentor, get the most value out of the relationship Industry vets explain how to find a good mentor, get the most value out of the relationship

Prosper

Industry vets explain how to find a good mentor, get the most value out of the relationship

They also shared the benefits of reverse mentorships

By Noushin Ziafati |December 12, 2025

7 min read